Things are changing in the world of portals for Dynamics 365 or Dynamics CRM. The platform is advancing forward at a rapid pace with new portal options from Microsoft being released and older legacy versions needing to be evaluated for their longevity. I am often asked to help organizations understand and select the option that … Continue reading WEBINAR: Wondering what to do with your Adxstudio Portal?
As we near the July 2017 Update for Dynamics 365 it looks like an option for early upgrade has shown up for portal add-ons. You can find this option on new and existing portal add-ons in the CRM Administration Center under Applications and Manage your Portal Add-On. This option should be used with some caution … Continue reading Dynamics 365 portals: Early Upgrade Option – July 2017 Update
Microsoft Dynamics 365 team has been transitioning all documentation to the new docs.microsoft.com site and just launched now is the new documentation for portals. This is a great change to see and is starting to bring the breadth of documentation in alignment with what is available on the legacy Adxstudio Community site. Having it in … Continue reading Dynamics 365 portals new documentation!
One of the more popular features of the Dynamics 365 portals is its ability to expose the knowledge articles from your internal CRM on the public portal or to select audiences. With how the knowledge article functionality is currently implemented in the portal there is not an easy way to customize the article display or … Continue reading Dynamics 365 portals: Customize Knowledge Articles
If you frequent the Dynamics 365 Roadmap site (built on portals 🙂 ) you may notice a new area has been added for the CRM based Applications (Sales, Customer Service, Field Service, Project Service) for portals features. A number of items for all areas of Dynamics 365 has been posted as we near the Spring … Continue reading Dynamics 365 portals Spring Roadmap and Portal Source Code
A frequently requested feature of all types of portals is to display Dynamics 365 data in different displays like charts. The Dynamics 365 portal has a pre-built chart function that utilizes the out of box CRM charting functionality so that you can take the charts you create in CRM and display then easily on the … Continue reading Dynamics 365 portals: Use aggregate FetchXML queries and Chart.js